To request information on how to implement a Captive Insurance Company in your circumstances.

Recent laws and rulings have made the Captive Insurance Company concept a major planning solution for privately owned business.

A properly formed captive can help mitigate risk, increase total profits, minimize income and estate taxes, protect assets, and provide for your business and personal succession planning needs.

In effect, you are forming your own insurance company to insure a portion of the various risks relating to your business. The name stems from the fact that your insurance company activities are generally limited, or "captive," to only the company or companies owned by you.

To be sure, the captive insurance company must be a legitimate insurance enterprise, actuarially underwritten and supported, with proper shifting and distribution of risk as is customary in the industry.

The IRS and the Tax Court have provided clear dictates on how to implement such structures, and most captives can benefit from "safe harbor" structuring. The Captive Insurance Company is one of the more powerful planning tools for the private business, and one you should consider sooner rather than later.

View the Closely Held Business Services we provide.

Ensuring that you are fully informed to make the best decisions for your business and personal wealth plan- ning purposes is our goal. Captive Insurance Companies are a wonder- ful tool available to the private client, but must be understood and implemented properly to achieve the desired results.

Please call DUGGAN BERTSCH,

LLC at 312-263-8600

or email us at :

info@dugganbertsch.com If you would like a FREEcomplimentary captive consultation. We look forward to hearing from you.

Duggan & Bertsch is comprised of lawyers, certified public accountants, masters in taxation, masters in business administration, and professionals with financial backgrounds, our unique multi-disciplinary approach is essential to the comprehensive representation of the Private Client.